New England Private Wealth Advisors’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

New England Private Wealth Advisors’s Portfolio IDRV Stock Details IDRV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-4,680	Closed	-$217K	–	97
2022 Q2	$217K	Sell	4,680 -2	-0%	-$82	0.04%	100
2022 Q1	$217K	Buy	4,682 +200	+4%	+$9.72K	0.04%	101
2021 Q4	$243K	Sell	4,482 -874	-16%	-$46.5K	0.04%	94
2021 Q3	$258K	Hold	5,356	–	–	0.05%	90
2021 Q2	$266K	Hold	5,356	–	–	0.05%	89
2021 Q1	$247K	Hold	5,356	–	–	0.04%	86
2020 Q4	$231K	Buy	+5,356	New	+$205K	0.05%	79

Other funds holding IDRV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

MFG

Monumental Financial Group Rockville, Maryland $270M AUM 25.15% 1-Year Est. Return

FANJ

Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return

New England Private Wealth Advisors's IDRV Position: Q3 2022 in Review

New England Private Wealth Advisors sold out of iShares Self-Driving EV and Tech ETF (IDRV) in Q3 2022, closing a stake of 4,680 shares — an estimated $217K sold.

New England Private Wealth Advisors first reported a position in IDRV in Q4 2020 and held it in 7 quarters. The position peaked at $266K in Q2 2021. 99 funds tracked by Wall St. Rank hold IDRV as of Q3 2022.

New England Private Wealth Advisors reported no remaining iShares Self-Driving EV and Tech ETF position as of Q3 2022 after selling out during the quarter.
New England Private Wealth Advisors sold 4,680 iShares Self-Driving EV and Tech ETF shares in Q3 2022, an estimated $217K.
New England Private Wealth Advisors first reported a position in iShares Self-Driving EV and Tech ETF in Q4 2020 and held it in 7 quarters.
New England Private Wealth Advisors's iShares Self-Driving EV and Tech ETF position peaked at $266K in Q2 2021.
99 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q3 2022.

Based on New England Private Wealth Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.